Defined Benefit Plans, Including Cash Balance

7,159 topics in this forum

1. Cross Tested DB

   By goldtpa, July 19, 2006
   • 13 replies
   • 2.6k views
   • 
   • Mike Preston
   • August 4, 2006

2. PBGC Electronic filing

   By Guest Grant, July 18, 2006
   • 11 replies
   • 1.7k views
   • 
   • AndyH
   • July 20, 2006

3. PBGC penalty waivers-experiences of others

   By AndyH, July 18, 2006
   • 1 reply
   • 1.2k views
   • 
   • JanetM
   • July 18, 2006

4. Employer Late on Distribution

   By Dougsbpc, July 13, 2006
   • 1 reply
   • 1.1k views
   • 
   • SoCalActuary
   • July 13, 2006

5. top heavy minimum - 2 plans with different years

   By AndyH, July 13, 2006
   • 8 replies
   • 2.5k views
   • 
   • AndyH
   • July 18, 2006

6. FASB liability on balance sheet

   By FAPInJax, July 13, 2006
   • 12 replies
   • 3k views
   • 
   • SoCalActuary
   • July 18, 2006

7. Retroactive amendments to increase benefits

   By Belgarath, July 13, 2006
   • 4 replies
   • 3.9k views
   • 
   • Belgarath
   • July 13, 2006

8. Non Discrimination Testing

   By Gary, July 13, 2006
   • 20 replies
   • 5.5k views
   • 
   • Gary
   • August 4, 2006

9. Change in valuation interest rate

   By Blinky the 3-eyed Fish, July 11, 2006
   • 6 replies
   • 1.8k views
   • 
   • zimbo
   • July 12, 2006

10. Interest on credit balance for quarterly contribution requirement

    By dmb, July 10, 2006
    • 4 replies
    • 1.8k views
    • 
    • Mike Preston
    • February 19, 2008

11. Beneficiary Designation - Protected Benefit?

    By Guest MOY, July 7, 2006
    • 1 reply
    • 1.8k views
    • 
    • JanetM
    • July 7, 2006

12. Pension Bills

    By JAY21, July 7, 2006
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • July 10, 2006

13. Nondiscrimination testing

    By FAPInJax, July 7, 2006
    • 2 replies
    • 1.5k views
    • 
    • AndyH
    • July 12, 2006

14. PBGC COVERAGE

    By zimbo, July 3, 2006
    • 6 replies
    • 2.3k views
    • 
    • Blinky the 3-eyed Fish
    • July 10, 2006

15. COLA & Lump Sum Calculation

    By alexa, July 3, 2006
    • 8 replies
    • 2.8k views
    • 
    • david rigby
    • July 5, 2006

16. Spouse of Self-employed individual

    By Gary, June 30, 2006
    • 5 replies
    • 2.4k views
    • 
    • SteveH
    • August 4, 2006

17. Plan Merger - What are the issues?

    By AndyH, June 30, 2006
    • 4 replies
    • 1.5k views
    • 
    • AndyH
    • July 6, 2006

18. 415 LS & PFEA Expired

    By Penman2006, June 28, 2006
    • 5 replies
    • 1.3k views
    • 
    • imchipbrown
    • June 30, 2006

19. Demographic Failure

    By Blinky the 3-eyed Fish, June 27, 2006
    • 4 replies
    • 2.6k views
    • 
    • Blinky the 3-eyed Fish
    • June 30, 2006

20. Deductible pension plan contributions

    By Gary, June 27, 2006
    • 12 replies
    • 3k views
    • 
    • SoCalActuary
    • July 6, 2006

21. Funding Method change year two

    By SoCalActuary, June 26, 2006
    • 2 replies
    • 1.4k views
    • 
    • david rigby
    • June 27, 2006

22. I need help with distribution calcs

    By SteveH, June 26, 2006
    • 11 replies
    • 1.7k views
    • 
    • JAY21
    • June 28, 2006

23. Contingent 204(h) Notice

    By Guest kmvr, June 26, 2006
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • June 26, 2006

24. Partial Termination in small plans

    By flosfur, June 23, 2006
    • 7 replies
    • 2.2k views
    • 
    • Locust
    • June 27, 2006

25. Return of Non-Deductible Contribution

    By Guest mingblue, June 21, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • June 21, 2006

26. W-2's and 1099's

    By Jilliandiz, June 20, 2006
    • 2 replies
    • 1.7k views
    • 
    • JanetM
    • June 20, 2006

27. 5500 Filing Issue

    By Gary, June 19, 2006
    • 3 replies
    • 1.2k views
    • 
    • AndyH
    • June 20, 2006

28. Relative Value

    By zimbo, June 16, 2006
    • 8 replies
    • 5.1k views
    • 
    • ak2ary
    • February 8, 2007

29. Non-Profits & HCEs

    By JAY21, June 14, 2006
    • 15 replies
    • 4.4k views
    • 
    • SoCalActuary
    • June 25, 2006

30. Multiple Annuity Starting Date for 415

    By ac, June 14, 2006
    • 5 replies
    • 2k views
    • 
    • Blinky the 3-eyed Fish
    • June 15, 2006

31. Reentry into Frozen Plan

    By Guest jy12443, June 12, 2006
    • 1 reply
    • 2k views
    • 
    • david rigby
    • June 13, 2006

32. New FAS for not a new plan

    By Blinky the 3-eyed Fish, June 12, 2006
    • 6 replies
    • 1.4k views
    • 
    • AndyH
    • June 13, 2006

33. DB/DC Combo first year

    By John Feldt ERPA CPC QPA, June 12, 2006
    • 3 replies
    • 1.4k views
    • 
    • AndyH
    • June 12, 2006

34. erroneous actuarial computations

    By Larry M, June 9, 2006
    • 15 replies
    • 3.5k views
    • 
    • Guest
    • June 15, 2006

35. 401(a) CalSTRS

    By Guest S.Racer, June 8, 2006
    • 3 replies
    • 2.1k views
    • 
    • AndyH
    • June 19, 2006

36. 411(d)(6) Protected Benefit?

    By Dougsbpc, June 7, 2006
    • 12 replies
    • 3.4k views
    • 
    • Dougsbpc
    • June 12, 2006

37. 415 Limit

    By Guest WWPDRC, June 7, 2006
    • 1 reply
    • 963 views
    • 
    • AndyH
    • June 7, 2006

38. Lump Sum distribution timing

    By Guest msheather, June 7, 2006
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • June 8, 2006

39. Automatic IRA Rollovers

    By Guest David M, June 5, 2006
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • June 5, 2006

40. Reversion of nondeductible contribution

    By Guest saeissler, June 2, 2006
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • June 5, 2006

41. Fully Insured - 412i - Book

    By Guest mingblue, June 2, 2006
    • 7 replies
    • 2.3k views
    • 
    • GBurns
    • June 6, 2006

42. mortality table name

    By Tom Poje, June 2, 2006
    • 3 replies
    • 2.2k views
    • 
    • SoCalActuary
    • June 2, 2006

43. Reducing Benefit

    By Dougsbpc, May 26, 2006
    • 3 replies
    • 1.5k views
    • 
    • SoCalActuary
    • May 30, 2006

44. Excluding a Participant from future accruals

    By Guest sueczer, May 25, 2006
    • 8 replies
    • 1.8k views
    • 
    • Guest
    • May 26, 2006

45. Terminating a PBGC-covered 412(i) Plan

    By Guest Carol the Writer, May 25, 2006
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • May 26, 2006

46. Safe harbor benefit formula

    By Guest saeissler, May 24, 2006
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • May 25, 2006

47. are employer's 2 Plans a party-in-interest to each other?

    By himt4, May 24, 2006
    • 6 replies
    • 1.6k views
    • 
    • Belgarath
    • May 25, 2006

48. Does a Professional Service Employer Need to Have a Calendar Year-End?

    By Guest EMM118, May 23, 2006
    • 2 replies
    • 1.3k views
    • 
    • E as in ERISA
    • May 23, 2006

49. 412(i) and 401(k)?

    By betheeg, May 23, 2006
    • 12 replies
    • 3.6k views
    • 
    • david rigby
    • May 24, 2006

50. Do DB Plans Need to Amend

    By mal, May 22, 2006
    • 2 replies
    • 1.5k views
    • 
    • Belgarath
    • May 23, 2006